EC

Estate Counselors Portfolio holdings

AUM $1.16B
1-Year Est. Return 15.45%
This Quarter Est. Return
1 Year Est. Return
+15.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$277M
3
+$3.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.14M
5
CVNA icon
Carvana
CVNA
+$2.47M

Top Sells

1
+$79.3M
2
+$60.9M
3
+$52.9M
4
VTV icon
Vanguard Value ETF
VTV
+$40.8M
5
VUG icon
Vanguard Growth ETF
VUG
+$39.4M

Sector Composition

1 Technology 2.52%
2 Energy 1.61%
3 Industrials 1.36%
4 Consumer Discretionary 1.26%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,225
152
– –
-28,870
153
– –
-19,315
154
– –
-10,000
155
– –
-3,710
156
– –
-4,210
157
– –
-16,410
3 4 5 6
7